Focus Partners
Two-Minute Market Focus
All of the market information you need in 120 seconds or less.
Author
Focus Partners
Category
Podcast website
Latest episode
Jun 30, 2026
Where to listen?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Episodes
11.7.22 - What Does 1972 Suggest for 2023? 07.11.2022 4:28
In this week's episode, Todd provides an update on the market, reviews the reported S&P earnings, and compares today's technology stocks to what occurred in the 1970s. Click here to view supporting charts referenced in today's episode.
10.31.22 - Rising Rates and Negative-Yielding Debt 31.10.2022 4:10
In this week's episode, Todd provides an update on the market, compares the stock market to a similar pattern that occurred post World War II, and discusses the important outcome of declining negative-yielding bonds. Click here to view supporting charts referenced in today's episode.
10.24.22 - Are Chinese Markets a Cause for Concern? 24.10.2022 4:32
In this week's episode, Todd provides an update on the market, reviews the current state of high yield bonds, and analyzes how the Chinese stock market could potentially impact us. Click here to view supporting charts referenced in today's episode.
10.17.22 - Is Bond Volatility Creating Stock Volatility? 17.10.2022 3:34
In this week's episode, Todd provides an update on the market, analyzes the potential impact of the bond market, and reviews the rare performance of stocks and bonds so far in 2022. Click here to view supporting charts referenced in today's episode.
10.10.22 - Do Bear Markets Lead to Bull Markets? 10.10.2022 4:09
In this week's episode, Todd provides an update on the market, reviews the impact of quantitative tightening, and analyzes what history tells us about bear markets. Click here to view supporting charts referenced in today's episode.
10.3.22 - What Do Tame Credit Markets Indicate? 03.10.2022 4:38
In this week's episode, Todd provides an update on the market, discusses what tame credit markets may indicate, and analyzes the challenging position of European financials. Click here to view supporting charts referenced in today's episode.
9.26.22 - Impact of Currency Movements on Markets 26.09.2022 4:45
In this week's episode, Todd provides an update on the market, analyzes how currency movements are creating volatility in other markets, and discusses the potential for equity markets nearing a bottom. Click here to view supporting charts referenced in today's episode.
9.19.22 - Will the Bond Market Enter a New Phase? 19.09.2022 3:34
In this week's episode, Todd provides an update on the market, analyzes the possibility that bonds may be approaching a transition phase, and encourages investors to keep a long-term view throughout the turbulent times in the market. Click here to view supporting charts referenced in today's episode.
9.12.22 - What is the Yield Curve Telling Us? 12.09.2022 3:18
In this week's episode, Todd provides an update on the market, analyzes the changes in the US Treasury yield curve, and highlights the shifting housing market dynamics. Click here to view supporting charts referenced in today's episode.
8.29.22 - Impact of the European Energy Crisis 29.08.2022 4:25
In this week's episode, Todd provides an update on the market, analyzes the crisis in European energy markets, and highlights the potential impact of share buybacks likely to increase. Click here to view supporting charts referenced in today's episode.
8.22.22 - What Could "Real" Interest Rates Indicate? 22.08.2022 3:27
In this week's episode, Todd provides an update on the market, analyzes what "real" interest rates may indicate about a potential move in actual interest rates, and reviews what could happen when emerging markets move in the other direction. Click here to view supporting charts referenced in today's episode.
8.15.22 - Is Energy Really Overpriced? 15.08.2022 3:36
In this week's episode, Todd provides an update on the market, analyzes whether energy prices are actually overpriced as suggested by recent media coverage, and adds another item to our "What Could Go Right" list. Click here to view supporting charts referenced in today's episode.
8.8.22 - Is This Recession a Game of Schematics? 08.08.2022 3:26
In this week's episode, Todd provides an update on the market, analyzes the recession schematics, and highlights non-government bonds painting a rosier picture. Click here to view supporting charts referenced in today's episode.
8.1.22 - Why Should We Stick with Bonds? 01.08.2022 4:01
In this week's episode, Todd provides an update on the market, explains the importance of holding a high-quality bond portfolio, and highlights the new legislation optimism. Click here to view supporting charts referenced in today's episode.
7.25.22 - Broader Upswing or Bear Market Rally? 25.07.2022 3:47
In this week's episode, Todd provides an update on the market, analyzes what rising stocks could potentially indicate for the future of the markets, and discusses the potential impact of commodity prices on CPI. Click here to view supporting charts referenced in today's episode.
7.11.22 - What Is the Bond Market Telling Us? 11.07.2022 3:18
In this week's episode, Todd provides an update on the market, discusses what the bond market may be telling us about a future recession, and analyzes the potential impact of rapidly declining commodity prices. Click here to view supporting charts referenced in today's episode.
6.27.22 - What's the Probability of a Recession? 27.06.2022 3:58
In this week's episode, Todd provides an update on the market, analyzes the probability of a recession in our future, and highlights the positive sentiment from insider buying activity. Click here to view supporting charts referenced in today's episode.
6.13.22 - What Pulled Markets into a Vortex? 13.06.2022 7:54
In this week's special edition episode, Todd provides an update on the market, analyzes the reason behind the recent market volatility, and explains how Gratus is navigating the current market environment. Click here to view supporting charts referenced in today's episode.
6.6.22 - Could History Repeat Itself? 06.06.2022 3:24
In this week's episode, Todd provides an update on the market, analyzes what the 1940's price history may suggest for the future , and highlights the mixed signals in the bond market. Click here to view supporting charts referenced in today's episode.
5.19.22 - Where Do We Go From Here? 19.05.2022 9:54
In today's special update episode, Todd provides an update on the market, analyzes the potential outcomes from the recent volatility, and emphasizes the importance of staying invested even during periods of very negative sentiment. Click here to view supporting charts referenced in today's episode.
5.9.22 - How Are Bonds Impacting Markets? 09.05.2022 4:23
In this week's episode, Todd provides an update on the market, addresses how bond anxiety is affecting markets, and analyzes the potential impacts of food shortages in the near future. Click here to view supporting charts referenced in today's episode.
4.25.22 - China's Zero-COVID Policy Creating Issues? 25.04.2022 3:27
In this week's episode, Todd provides an update on the market, analyzes how China's "Zero-COVID" policy could potentially create issues for S&P 500 companies, and highlights the impact of Emmanuel Macron's re-election in France. Click here to view supporting charts referenced in today's episode.
4.18.22 - Is Inflation Always Bad for Stocks? 18.04.2022 2:57
In this week's episode, Todd provides an update on the market, analyzes whether inflation is always bad for stocks based on past data, and reviews the noticeable collapse in individual enthusiasm for the market. Click here to view supporting charts referenced in today's episode.
4.11.22 - How is Inflation Anxiety Impacting Bonds? 11.04.2022 3:22
In this week's episode, Todd provides an update on the market, discusses the request of several US Federal Governors to fight inflation, and analyzes the impact of inflation anxiety on bonds. Click here to view supporting charts referenced in today's episode.
3.28.22 - How Much Higher Could Yields Go? 28.03.2022 3:01
In this week's episode, Todd provides an update on the market, analyzes US yields approaching key levels, and explains the skepticism around emerging market stocks. Click here to view supporting charts referenced in today's episode.
Similar podcasts
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.